Read key figures from your business in Boardeaser and use them in graphs and tables. These can then be entered into reports or dashboards. Key figures are also called KPIs and Data Variables in Boardeaser.
Create Data Variable
If you have a handful of key figures that you want to update, it is easiest to do so directly in the web interface. The alternative is to export a template to Excel or Google Sheets that you fill in, see below how to do it.
Go to Economy > click on the arrow button next to Analyze > click on "New Data Variable". Start by naming the data variable with the name to be used in the system, it must not contain spaces but instead characters from a to z and _.
Then you can write a description of the key figure and enter the unit. You can specify which of these two types of data variable should be:
- Result: A new value must be entered on a date for it to be counted, ie if no value is entered, no value will be displayed
- Balance: All values apply until further notice, i.e. if you enter a value for a date, it will apply to all dates after this until a new value is entered.
When you are done, save the data variable. Now you can start entering data, as follows:
- For “normal” monthly reporting, enter the last day of the month, starting with the first month back in time that you want to report
- Enter the value and click on "Save"
- Continue entering values as far as you want to report
Under the saved variable data, you can see a preview of the data you entered in the form of a table and graph.
Create budget and forecast data
The default setting when entering data variables is Outcome, but you can also select Budget or Forecast. If you enter values with any of these selected, the system will treat the data in the same way as if you had entered accounting data such as Budget or Forecast.
- The data variable table is the number of tables sold per month
- The formula table gives the outcome
- The Budget (table) formula returns the values of tables specified as budget
- The formula table-Budget (table) gives the difference between outcome and budget